TURNBRIDGE CAPITAL, LLC

RIASEC RegisteredEst. 2014
Total AUM
$241M
Discretionary
$241M
100% of AUM
Avg account
$24.1M
Accounts
10
Employees
3
Advisory reps
7

Firm details

Headquarters
LITTLE ELM, Texas
CRD number
169843
Registered since
January 2, 2014
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles95.26%
  • Other2.96%
  • State / Municipal Government1.78%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Turnbridge Capital, LLC is organized as a limited liability company that registers as an investment adviser and operates primarily as a private equity fund sponsor and manager. The firm provides portfolio management for pooled investment vehicles and serves an institutional client base. It acts as sponsor, general partner and managing member of those pooled vehicles rather than functioning as a traditional capital allocator. Compensation includes both a percentage-of-assets fee and performance-based fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • COLLIN MARTIN

    Chief Compliance Officer / Chief Financial OfficerCRD 7892187

Contacts

3 of 6
  • JAY SWEEZEY

    FounderCRD 1036927

  • CHARLES COX

    PrincipalCRD 2269465

  • TODD TOMLIN

    Managing PartnerCRD 2723746

Unlock 3 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

LITTLE ELM, TX

DENTON

Location

LITTLE ELM, TX

Headquartered in LITTLE ELM, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.

Metro area
Dallas-Fort Worth, TX-OK
Region
South
County
DENTON
Address
2601 Little Elm Pkwy
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth